|Photo by jenn_jenn|
Here’s a little advice for the advisors out there.
Stuart Kahan, executive editor of CPA Wealth Provider, has compiled this list of the seven worst mistakes financial advisors can make. There’s a lot to chew over here, but many of them can be boiled down to a single faux pas — overlooking opportunities.
Read the list and learn from it. Then tell us: What “sin” would you add to the list?